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CLEAR
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
Clients and Projects permissions
Clients and projects are based on a client-level permissions model. This means that user access management to a client and all its nested projects are solely managed at the client level. Projects within a client inherit permissions from the client.
- Client owners or company administrators will be able to add users to a client in thepage. Users can have role owner or collaborator.ClientSettings
- Users won’t be able to manage or view permissions at the project level.
- Adding users to clients will automatically provision access to all the projects underneath the client.
- Owner can create projects within their client. Collaborator can't create projects within their client.
- You should see a warning/alert indicating that the project permissions are inherited by the client in the client settings and project settings pages.
- As a company admin, you can bulk create clients and assign them to individual users using an excel template file retrieved by going through the bulk client creation.
Client list
- Users will find all the clients they are owners or collaborators for.
- Company administrators will be able to find all clients and then be able to enter clients and manage user access. Company administrators won’t see projects if they are not an owner or collaborator.
Project list
- Users will find all projects they are owners or collaborators for, inherited from the client's permissions.
This article applies to:
- PRODUCT: CoCounsel
- Audiences: Tax professionals